An overview of the menu options

Status bar

The status bar sits at the very top of all pages and contains important information, help options, your name and log out.

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  • The last import date and time displays the last time we received data from your ERP. As the interface runs daily, if this date is more than a day or two old, please contact our support team.

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  • Whenever you see a ? in the App, there is additional help available. In the status bar, the ? enables you to play a tutorial video that covers how to navigate within the App.

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  • Some pages within the App also provide the option for you to "take a tour" - a walk-through describing the key elements of the page.

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  • Use the SIMON button to navigate through to Your Learning Library, where you can:

    • Complete the courses you have been assigned

    • Search the Course Library for other courses that may be of interest

    • Register to attend our series of webinars, run by our inventory gurus

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  • The user that is logged on to the App is displayed in the status bar. Clicking on your name will bring up the user maintenance page, where you can change your password and other user settings.

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  • To log out, you can click Log out or simply close that browser tab.

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Menu options

Dashboard

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You can’t manage what you don’t measure – the only way to keep on top of things is with focus. 

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The dashboard contains:

  • Stock holding KPIs and related top 5 exceptions; inventory value, excess stock, and surplus orders

  • Service level KPIs and related top 5 exceptions; fill rate, stock outs and potential stock outs

  • A list of new items needing attention

  • A status breakdown of the value of items that are in balance (OK), stocked out, potentially going to stock out, have excess, have surplus orders, or are new

  • Data purity issues, which can be used to improve the quality of your ERP data

 

Locations

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Locations dashboard

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View a summary of all locations in the App by clicking on the word Locations in the menu.

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The locations dashboard contains:

  • Region level selector; where:

    • Level 0 shows your ERP locations

    • Level 1+ shows theoretical consolidations to create a region, country or company view

  • Top 5 lists; locations are ranked in descending order of value for key inventory indicators

  • The location listing; a tabular view of all locations containing the product count, value of stock holding and achieved fill rate, in addition to the value of inventory in key categories

  • CSV download button; the ability to download the locations listing data to a CSV file, for data validation purposes

  • Regions setup button; the ability to configure virtual consolidated locations to create a region, country or company view

 

A specific location

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View information for a specific location by clicking on the drop down, then selecting the required location.

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The specific location page contains:

  • Tabs to show Inventory classification results; including:

    • By ABC, based on value

    • By HML, based on unit sales or velocity

    • The Matrix, showing ABC and HML plotted together

    • The 3D graphic which shows the relative size of each of the blocks in the matrix, by count, stock value and forecast demand

  • Parameters; four buttons under the classification results, namely:

    • Classification parameters: used to set the % cutoffs for ABC & HML

    • Policy parameters: used to set inventory policy targets

    • Policy overrides: used to set overrides for specific suppliers, locations, groups

    • Recalculate balance: used to apply any changes made to the classification or policy parameters

  • Inventory balance; stocked, non-stocked and obsolete items for each of the inventory exceptions (Item status categories) displayed on the dashboard

 

Forecasts

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The best possible forecast is important because if you don’t know what you are going to sell tomorrow, how can you decide what to buy today.

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Forecasts contains macro tools to help you create the best possible forecast:

  • Sales and forecast summary displaying:

    • All sales history in the App (blue line)

    • 12 months future forecast (gold line)

    • Visibility of seasonality and trends

    • Adjust forecast button to make macro forecast adjustments

    • The selector to view by cost price, selling price, margin or units

  • Year-on-year comparison; a quick view highlighting whether the forecast growth or decline is too extreme or too conservative

  • Forecast exceptions; the top 5 items (with drill-through to the full report) where sales consistently exceed the forecast or the forecast consistently exceeds sales

    • If sales consistently exceed the forecast, you have an increased risk of stock-outs

    • If the forecast consistently exceeds sales, you have an increased risk of generating excess

  • Forecasting performance; a view of total sales and the bias between "sales exceeds forecast" and "forecast exceeds sales"

 

Orders

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Orders enables you to:

  • Create orders from ideal order recommendations, for:

    • All suppliers that have orders today

    • A specific supplier

    • A group of items from a supplier

    • Stocked and non-stocked items, separately or in a combined order

  • Create transfers between warehouses based on the requirements of the sub-location rolling up to the central warehouse

  • Prioritise orders on suppliers that have recommended orders for items that have existing issues:

    • Items with unsatisfied customer orders

    • Items that are already stocked out with no stock currently on order

    • Items that are potentially going to stock out with no stock currently on order

  • Prioritise orders based on the biggest total order value or total units recommended

  • Order ahead for supplier shut downs or Chinese New Year

 

Suppliers

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 Suppliers contains:

  • The supplier listing, showing each supplier's:

    • Stated lead time vs measured (computed) lead time

    • Default look forward days to be used in ordering

    • The number of products supplied

    • The number of open purchase orders & value

    • The number of recommended orders & value

  • Hyperlinks to drill-through:

    • Supplier code; click on the supplier code to set the stated lead time, the default look forward days and to add a comment against the supplier. View the lead time to each of your locations and navigate to the supplier's performance.

    • Products supplied; click on the number of products supplied to view a listing of all products that are supplied by this supplier.

    • Open purchase orders; click on the number of open POs to view order number, order date, order quantity, outstanding quantity (still to be delivered) and other order details.

  • CSV download button; the ability to download the supplier listing data to a CSV file

 

Projection

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The projection is a forward-looking view of what is likely to happen to your inventory based on the data and inventory policy settings currently in the App. From your stock position today, it works forward and predicts what is likely to happen to your stock levels and your fill rate into the future, as well as how much money you are likely to spend with your suppliers.

The projection is an important tool to assess whether any inventory policy setting changes will have the desired outcome.

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Please note: the projection needs to be configured for your environment before it is available for selection.

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Projection contains:

  • Summary tab: a quick view of whether my inventory value is coming down, my fill rate and stock turns are increasing; plus a view of the demand over the next 12 months, existing purchase orders and order recommendations

  • Inventory tab: showing closing stock into the future, highlighting excess stock, firm receipts and projected receipts

  • Fill rate tab: showing predicted fill rate, stock turns and days of cover

  • Replenishment tab: showing recommended orders, projected receipts and firm receipts

  • Demand tab: showing forecast demand, customer orders and bill of materials demand

 

Enquiry (Inquiry)

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The enquiry is the lowest level of information in the App, at an individual item in a location level. It is also the most important, because all inventory calculations are performed here.

Enquiry contains a mixture of the data from your ERP, configuration settings, and calculated data. The key outputs are ideal order recommendations and the status of the item.

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The information grouped in panels:

  • Details; displays primarily data from your ERP, including key inventory information such as the preferred supplier, average cost and stock on hand.

  • Demand; displays the sales history, sales in the current period, the future forecast, along with sales and forecast averages, and the age of the item.

  • Safety Stock; displays the parameters, policy settings and inputs into the safety stock calculation.

  • Policy; the top half of the panel displays the ideal inventory levels in days and units. The bottom half of the panel compares these ideal levels with your stock on hand + on order to determine whether:

    • the item should be ordered

    • the status of the item

  • Fill Performance; displays the last 30 days of in stock and out of stock information, along with the target service level and actual service level achieved.

The information, grouped in tabs, includes:

  • Calculated data; such as the forecast, supplier performance and measured LT data

  • Static data from your ERP; such as:

    • outstanding purchase orders, customer orders and transfers for this item

    • any bills of materials containing this item as a finished good, sub-assembly or raw material

  • Simulation data; a projection of the future stock position, orders and receipts on this item

  • Input data; the ability to amend the forecast or add comments on the item

 

Settings

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Use Settings for:

  • User maintenance; adding, updating or deleting users

  • User logs; to view an audit trail of all actions taken within the App

  • Configuration; the settings that control how the App behaves and the App defaults are set here - these settings should not be changed without consulting our support team

  • Custom calendar; non-standard calendars can be accommodated, and the calendar in use for the implementation would be set as the very first step

  • CSV Reports; any additional custom extracts are visible here, and can be downloaded

  • Data refresh; it should not be necessary to refresh the data in the App more frequently than daily but, should it be required, it can be done here